Capital World Investors Portfolio holdings
Capital World Investors (CWI), a division of Capital Group, one of the oldest and largest investment management firms in the world, was established in 1931 and is headquartered in Los Angeles, California. Specializing in active investment management, CWI focuses on long-term growth through a research-intensive approach, managing hundreds of billions in assets primarily through equity-focused mutual funds and institutional portfolios. It serves a diverse client base, including individual investors, financial advisors, and institutions, and is known for its flagship funds like the American Funds, which emphasize fundamental analysis and a multiple-portfolio-manager system to mitigate risk. With a global reach and a reputation for disciplined, value-oriented investing, CWI remains a cornerstone of Capital Group’s mission to deliver consistent, superior returns.
Top Buys
| 1 |
Eli Lilly
LLY
|
+$2.2B |
| 2 |
Caterpillar
CAT
|
+$2.06B |
| 3 |
Home Depot
HD
|
+$1.58B |
| 4 |
Stellantis
STLA
|
+$1.48B |
| 5 |
Toronto Dominion Bank
TD
|
+$1.15B |
Top Sells
| 1 |
Tesla
TSLA
|
+$3.56B |
| 2 |
Johnson & Johnson
JNJ
|
+$1.89B |
| 3 |
Colgate-Palmolive
CL
|
+$1.8B |
| 4 |
Mastercard
MA
|
+$1.34B |
| 5 |
Pfizer
PFE
|
+$1.32B |
Sector Composition
| 1 | Technology | 19.18% |
| 2 | Consumer Discretionary | 15.92% |
| 3 | Financials | 14.63% |
| 4 | Healthcare | 14.55% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Hilton Worldwide
HLT
$64.6B
| $92.4M | 0.02% |
+763,745
| New | +$92.4M |
|
377
Viavi Solutions
VIAV
$2.69B
| $91.6M | 0.02% |
5,832,000
+100,000
| +2% | +$1.57M |
|
378
W.R. Berkley
WRB
$28B
| $90.7M | 0.02% |
+2,708,305
| New | +$90.7M |
|
|
HUYA
379
Huya Inc
HUYA
$780M
| $88.9M | 0.02% |
4,563,665
+925
| +0% | +$18K |
|
380
Fidelity National Information Services
FIS
$34.9B
| $88.2M | 0.02% |
627,130
+67,938
| +12% | +$9.55M |
|
381
DraftKings
DKNG
$21.8B
| $86.3M | 0.02% |
1,407,000
-300,000
| -18% | -$18.4M |
|
|
SAIL
382
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $86.3M | 0.02% |
1,703,408
-524,664
| -24% | -$26.6M |
|
383
Snowflake
SNOW
$74.9B
| $85M | 0.02% |
370,837
| – | – |
|
384
Addus HomeCare
ADUS
$2.03B
| $84M | 0.02% |
803,600
+82,100
| +11% | +$8.59M |
|
385
HDFC Bank
HDB
$179B
| $79.5M | 0.01% |
1,021,308
-17,723
| -2% | -$1.38M |
|
386
Allogene Therapeutics
ALLO
$251M
| $79.3M | 0.01% |
2,246,603
-125,214
| -5% | -$4.42M |
|
387
Alignment Healthcare
ALHC
$3.18B
| $76.8M | 0.01% |
+3,500,000
| New | +$76.8M |
|
|
SWAV
388
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $76.2M | 0.01% |
585,000
| – | – |
|
389
GE Aerospace
GE
$299B
| $76.1M | 0.01% |
1,162,180
| – | – |
|
390
MarketAxess Holdings
MKTX
$6.91B
| $75.4M | 0.01% |
151,400
| – | – |
|
391
Jamf
JAMF
$1.41B
| $75.2M | 0.01% |
2,130,403
+220,403
| +12% | +$7.78M |
|
392
Truist Financial
TFC
$58.3B
| $74.8M | 0.01% |
1,282,573
-152,073
| -11% | -$8.87M |
|
393
Bank of N.T. Butterfield & Son
NTB
$1.89B
| $74.5M | 0.01% |
1,950,000
| – | – |
|
394
Etsy
ETSY
$5.84B
| $74M | 0.01% |
366,850
-11,050
| -3% | -$2.23M |
|
395
Porch Group
PRCH
$1.82B
| $73.9M | 0.01% |
+4,173,853
| New | +$73.9M |
|
396
Arcosa
ACA
$4.67B
| $72.6M | 0.01% |
1,115,000
+178,000
| +19% | +$11.6M |
|
|
RVNC
397
DELISTED
Revance Therapeutics, Inc.
RVNC
| $71.9M | 0.01% |
2,571,102
+441,102
| +21% | +$12.3M |
|
|
SIX
398
DELISTED
Six Flags Entertainment Corp.
SIX
| $70.4M | 0.01% |
1,514,000
| – | – |
|
399
Telus
TU
$24.3B
| $70.2M | 0.01% |
3,522,670
+53,022
| +2% | +$1.06M |
|
400
Graco
GGG
$14B
| $68.3M | 0.01% |
954,000
| – | – |
|